Do we need to upgrade Vista to use this?

No. RQ CloudOCR Insight for Viewpoint and REQUORDIT AP Flow support current production Vista versions. We confirm version compatibility during scoping, no forced upgrades.

How long does deployment take?

Vista AP deployments are scoping-led: timelines depend on workflow scope, integration surface, security review, and UAT. We share a written timeline at the end of discovery rather than quoting a fixed window up front. // TODO(source): replace with a real range once two-to-three recent Vista go-lives are catalogued.

Can we keep our existing approval matrix?

Yes. Your job-cost approval thresholds and routing rules transfer into the OnBase WorkView matrix during configuration, we don't ask you to rebuild governance.

What about field receipts and BOLs?

RQ CloudOCR captures BOLs and material receipts at the yard or via email and matches them to invoices before three-way match, the gap most Vista AP teams call out first.

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AP automation for Viewpoint Vista

Viewpoint Vista AP automation, built on what works.

Vista-aware capture, coding, and three-way match on a configurable workflow.

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Why this page

Trimble customers, deployed.

RQ CloudOCR Insight and REQUORDIT AP Flow are configured to post into Vista's AP model directly. Capture at the source, code to job/phase/cost-type, run three-way match, and hand approved invoices to Vista without re-keying.

Where Viewpoint Vista AP breaks down

The three pains we hear first.

Manual coding against job/phase/cost-type

Coders tab between the invoice PDF and Vista to assign jobs, phases, and cost types, slow and exception-prone.

BOLs and field tickets scattered

Material receipts arrive in trucks and email; matching them back to invoices before posting takes days.

Sub compliance gating payment

COIs, W-9s, and lien waivers have to be current before Vista cuts a check, and manual tracking lets exceptions slip through.

Integration surface

Where RQ Suite meets Viewpoint Vista.

RQ CloudOCR Insight for Viewpoint

Pre-built connector that imports invoices, BOLs, and supporting documents directly into Vista AP with field-level confidence routing.

Vista AP posting

Header and line data, vendor, PO, job, phase, cost type, GL, round-trip to Vista with no re-keying.

Vista PO + receipt match

Three-way match against the open PO and posted material receipt; exceptions surface in OnBase WorkView, not email.

Vista vendor master sync

New-vendor exceptions detected at intake and routed for AP approval before posting.

End-to-end flow

From inbox to Viewpoint Vista, in order.

Step 01
Email / scan / EDI intake
Step 02
RQ CloudOCR capture + classification
Step 03
Auto-code against Vista job/phase/cost-type
Step 04
Three-way match (PO + BOL)
Step 05
Approval routing in OnBase WorkView
Step 06
Post to Vista AP
Step 07
Hand off approved invoices to the customer's payment process (vCard / ACH / check, where the customer's processor supports it)
Step 08
Reconcile remittance back to Vista

What you get

Features that earn their keep.

Configurable Vista workflow

RQ CloudOCR Insight is configured against Vista's data model; deployment time is workflow design, security, and UAT, scoped per customer. // TODO(source): replace with a concrete benchmark once a recent Vista go-live is cleared.

Subcontractor compliance gating

COI expiration monitoring, lien waiver release, and certified payroll flags can hold payment automatically when compliance lapses, configured per customer policy.

Cost-code defaults by vendor

Frequent vendors get default cost coding suggestions that coders confirm in a click.

Vista-aware audit trail

Every approval, edit, and exception is preserved alongside the Vista AP record to support SOX-style and surety audit workflows. // TODO(source): customer to confirm SOX scope before naming specific control frameworks.

Customers running this

Proof, not promises.

Permian Basin Materials
REQUORDIT AP Flow live across the materials operation, invoice capture, PO matching, and approval routing.
IB Abel
REQUORDIT AP Flow automating invoice capture, PO matching, and approval routing for specialty contracting.
Western Partitions Inc.
REQUORDIT Managed Cloud migration consolidating OnBase + Vista AP workflows onto managed hosting.
B&B Contracting
PO and invoice training, plus admin enablement for the Vista AP team.

Frequently Asked Questions

Do we need to upgrade Vista to use this?: No. RQ CloudOCR Insight for Viewpoint and REQUORDIT AP Flow support current production Vista versions. We confirm version compatibility during scoping, no forced upgrades.
How long does deployment take?: Vista AP deployments are scoping-led: timelines depend on workflow scope, integration surface, security review, and UAT. We share a written timeline at the end of discovery rather than quoting a fixed window up front. // TODO(source): replace with a real range once two-to-three recent Vista go-lives are catalogued.
Can we keep our existing approval matrix?: Yes. Your job-cost approval thresholds and routing rules transfer into the OnBase WorkView matrix during configuration, we don't ask you to rebuild governance.
What about field receipts and BOLs?: RQ CloudOCR captures BOLs and material receipts at the yard or via email and matches them to invoices before three-way match, the gap most Vista AP teams call out first.

RQ SuiteRQ AP Flow PlatformRQ CloudOCR PlatformManaged Cloud Case studyPermian Basin Materials Case studyMaschmeyer Concrete

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